Tyler-Stone Wealth Management’s iShares Silver Trust SLV Stock Holding History

Tyler-Stone Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Buy	31,200 +4,400	+16%	+$135K	0.16%	115
2025 Q1	$831K	Hold	26,800	–	–	0.15%	130
2024 Q4	$706K	Buy	26,800 +576	+2%	+$16.5K	0.13%	147
2024 Q3	$745K	Buy	26,224 +13,112	+100%	+$352K	0.14%	138
2024 Q2	$348K	Sell	13,112 -470	-3%	-$12.4K	0.14%	127
2024 Q1	$309K	Sell	13,582 -1,225	-8%	-$26.2K	0.14%	142
2023 Q4	$322K	Sell	14,807 -58	-0.4%	-$1.24K	0.16%	122
2023 Q3	$302K	Hold	14,865	–	–	0.17%	114
2023 Q2	$311K	Buy	+14,865	New	+$330K	0.18%	116
2022 Q4	$347K	Sell	15,743 -396	-2%	-$7.76K	0.24%	95
2022 Q3	$282K	Buy	16,139 +1,393	+9%	+$24.7K	0.22%	104
2022 Q2	$275K	Sell	14,746 -108	-0.7%	-$2.25K	0.18%	114
2022 Q1	$340K	Sell	14,854 -42	-0.3%	-$934	0.19%	111
2021 Q4	$320K	Buy	+14,896	New	+$322K	0.17%	118

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tyler-Stone Wealth Management's SLV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Silver Trust (SLV) stake by 16% in Q2 2025, buying an estimated $135K and bringing the position to 31,200 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #115.

Tyler-Stone Wealth Management first reported a position in SLV in Q4 2021 and has held it in 14 quarters since. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

Tyler-Stone Wealth Management held 31,200 shares of iShares Silver Trust worth $1.02M as of Q2 2025.
Tyler-Stone Wealth Management bought 4,400 iShares Silver Trust shares in Q2 2025, an estimated $135K.
iShares Silver Trust made up 0.16% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #115 holding.
Tyler-Stone Wealth Management first reported a position in iShares Silver Trust in Q4 2021 and has held it in 14 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.